In order to complete an assignment, we will need you to provide the following items.

•	Five years of complete historical financial statements (income statements, balance sheets, cash flow statements, and statement of changes in retained earnings and notes to financial statements) plus current year to date interim financial statements.
•	If available, five years of projected financial statements, income statements, balance sheets and cash flow statements. Notes to the projections that indicate what assumptions are used and how any changes from historical performance are justified under the alternative scenarios provided.
•	Copy of the last two corporate tax returns (Federal only).
•	Articles of incorporation, by-laws, restrictive agreements, or any other important contracts (employment agreements, covenant not to compete, supplier and franchise agreements, equipment lease or rental contracts, loan agreements, labor contracts, customer agreements, royalty agreements, employee benefit plans, and so on).
•	Detailed real property & fixed asset information, including any recent appraisals.
•	Copies of sales materials or other promotional literature.
•	Officers’ compensation for last five years.
•	Addresses and descriptions of all facilities.
•	History of Company and major competitors.
•	Detail of Company ownership and any recent transactions involving company stock or stock options.
•	List of ten largest customers and their percentage of total sales.
•	List of ten largest suppliers by purchase amounts and terms of payment.

Additional information may be required after we have reviewed the above requested information.

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